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Published Release Notes

Find release notes for the selected Pega Version and Capability

Browse resolved issues for Platform releases.

Case Management

Valid from Pega Version 7.1.3

This release had a focus on extending key capabilities to improve the ease of configuration based on early adopter feedback.  Improvements were made in run-time performance, especially in high volume situations with complex case configurations.  A series of cosmetic changes and fixes are included.

  • The Wait shape now supports dynamic references.
  • Issues were addressed with the CreatePDF and the CascadingApproval Smartshapes.
  • Attachments have been improved.
  • Issues with the Create Case Type functionality were addressed.
  • The Pega Pulse functionality has been improved, including its performance.
  • When auditing a work item, History is now the default tab.

User Interface

Valid from Pega Version 7.1.3

Issues for cross-browser support for Designer Studio have been addressed. Improvements were made in run-time performance for data pages with grids, and a number of cosmetic changes and fixes were made.

  • Improved loading of Javascript files during saving Harness rules.
  • Login Performance improvements
  • A cursor pointer issue was addressed in Case Manager.
  • In reports, data in columns will now right-align.
  • Improved section validation functionality
  • Harnesses with screen layouts will now save when there is a refresh condition on a panel.
  • Outline View tree has been improved.
  • Improvements to Repeat Grids using Data Pages as a source.
  • Formatted text cells can be put into a grid to display the value of a property retrieved from a Report Definition join.
  • Designer Studio changes to support IE9 and IE10.
  • Improved designer studio layout
  • Designer Studio changes to support quirks mode in IE8 and IE9.
  • Improvements to SmartLabels in Data Pages
  • Tab groups will take parameters for pre-activities in a defer load setup.
  • Sections support nested dynamic layouts.

Operator presence record tracks disconnected status of operators

Valid from Pega Version 7.3

The state attribute in the operator presence record now tracks the operator connection status of DISCONNECTED, in addition to tracking the operator connection status of ACTIVE, AWAY, or OFFLINE. Operators are disconnected if their browser crashes, if they close a browser session without logging out of the system, or if the network connection is down. The DISCONNECTED status helps prevent work from being routed to operators who are not online or not available.

When the operator restores the browser session or the network connection is restored, the Pega® Platform updates the operator connection status to ACTIVE.

For more information, see Tracking the online presence of operators.

Designer Studio keyboard navigation

Valid from Pega Version 7.3

Keyboard navigation adds speed and convenience to Designer Studio. To open the command palette and search within or select from a list of Designer Studio menu options, press Ctrl+Shift+P (Command+Shift+P on a Mac). For more information, see Navigate Designer Studio menus with the keyboard.

Enhanced autocomplete control with combo box functionality

Valid from Pega Version 7.3

You can now add combo box functionality to an autocomplete control. You enable this functionality on the Presentation tab of the control. In the combo box, search results that match the search criteria are displayed in a list that you can scroll through by clicking the down arrow.

For more information about how to configure an autocomplete control as a combo box, see Autocomplete Properties — Presentation tab.

Consistent authoring experience for sections

Valid from Pega Version 7.3

Section references inside a dynamic layout have the same configuration options as a top-level section within a section (section include). Section references reduce the need for included sections, reduce the size of the document object model (DOM), and provide a more consistent authoring experience. You can specify a container format, set view and update privileges, and defer content load for sections within or outside of a dynamic layout. For more information see Harness and Section forms - Adding a section.

Support for following users in the Pega Express and Case Manager portals

Valid from Pega Version 7.3

You can now follow users in both the Pega Express and Case Manager portals. Posts that are made by users whom you are following are displayed in your Pulse activity feed in your dashboard. In addition, an icon indicates whether followed users are online.

For more information, see the following help topics:

Enhancements to the Send Email smart shape

Valid from Pega Version 7.3

The following enhancements have been made to the Send Email smart shape:

  • You can now configure the Send Email smart shape in Pega Express.
  • You can use templates, such as a rejection template, in your email.
  • You can use property values, which allow you to insert the value of a field in your case type, such as First Name, within the email.
  • You can insert a link to the case ID in your email.
  • You can more quickly configure your recipient list by using two options, instead of one, to send messages to either a list of email addresses or to fields.
  • You can choose to send either all case attachments in an email, or you can send attachments of a specified attachment category or an attachment type field. You can specify multiple attachment categories and attachment type fields.

For more information, see the following help topics:

Refer to mixin settings in override CSS

Valid from Pega Version 7.3

You can refer to mixin settings inside an override CSS, which makes it easier to maintain and restyle your application. Properties for typography, border, background, and combination mixins can be referenced in an override CSS. For more information see Mixins in an override CSS.

Tour IDs and Test IDs in UI controls

Valid from Pega Version 7.3

Many UI controls now support the Test ID and Tour ID fields in the General tab of the layout properties. The Test ID setting generates a data-test-id attribute to provide a fixed reference to a UI control for automated testing. You can use Tour IDs to create a guided tour of your user interface for users. For more information, see Test ID and Tour ID for unique identification of UI elements.

Test IDs and Tour IDs have been extended to the following UI controls.

Both Test IDs and Tour IDs are supported in the following types of controls:

  • Autocomplete
  • Button
  • Check box
  • Date time
  • Drop-down
  • Formatted text
  • Icon
  • Label
  • Link
  • Radio button
  • Text area
  • Text input

Test IDs are supported in the following controls:

  • Grid
  • Hidden text
  • Tree
  • Tree grid

Tour IDs are supported in:

  • Dynamic layouts

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